Individual & Practice Tax Planning
Compensation Plan Design
Payroll Tax Credits
Joel is a Manager at SVA Certified Public Accountants with expertise in the healthcare, dental, and veterinary industries. He is involved with financial statements, benchmarking, payroll tax reporting and compliance, 1099s, personal property, and individual and business tax returns.
Joel’s clients benefit from his ability to advise on matters that result in tax savings for both the business and its owners. His wealth of experience in multi-year tax planning guides clients through cash flow and tax-minimizing decisions in late-career/early retirement. Joel is instrumental in helping colleagues and clients understand and implement the components of the Employee Retention Credit, FFCRA Paid Sick and Family Leave Credit, and the Paycheck Protection Program.
He also has experience in developing and updating compensation models for practices with multiple owners, buy-in and buy-out agreements, and benchmarking for dental and veterinary practices.